Customer Success Manager, Enterprise

Role Overview

Dealpath is looking for a self-motivated Customer Success Manager to join our growing team in New York City or San Francisco. As a Senior CSM at Dealpath, you’ll own a portfolio of enterprise and strategic accounts, typically 30 to 40, for firms like Blackstone, MetLife, and Nuveen.

What You Will Do

Manage a book of business: 30-40 enterprise accounts as the primary relationship holder for investment teams and C-suite stakeholders. Drive adoption and value: Define success criteria early and make sure every customer can articulate what Dealpath is doing for their business.

Why It Might Be a Fit

You’ll be the voice of your customers internally, synthesizing feedback to product, engineering, and sales. Develop genuine CRE expertise, advising customers on configuring Dealpath to their workflows and becoming a trusted subject matter expert.

Requirements

• 1.5+ years as a CSM or Client Success Manager at a B2B SaaS company
• Proven renewal and upsell experience, end to end, not supporting someone else’s process
• Enterprise account experience, multi-year contracts and executive-level stakeholders
• QBR/EBR experience, comfortable leading data-driven business reviews
• Clear, polished communicator, skilled at building credibility with C-suite stakeholders including CIOs and Heads of Acquisitions
• Excel/Google Sheets proficiency, you’ll use it regularly
• Curiosity about AI
• Bachelor’s degree or equivalent experience

Benefits

• Medical, dental, and vision insurance
• Health Savings Account (HSA) & Flexible Spending Account (FSA) options
• 401(k) retirement plan
• Paid Parental Leave
• Flexible Time Off (FTO) policy
• Commuter benefits program
• Monthly wellness reimbursement to support physical and mental well-being